What our clients say...
'Owning a small business, we needed guidance with our finances; through our accountant we meet Maryann Pratt from Professional Investment Services. Maryann has helped us on many levels including advice on the most appropriate insurance policies and investments. She has personally prepared an investment portfolio for us which she keeps an eye on and regularly reports back any changes required.
We feel comfortable bouncing investment ideas off Maryann and know we will get sound advice through her experience, qualifications and access to the best and up to date research. Maryann is always friendly and approachable and keeps us focused on our end goals. We trust her financial advice.'
B & S Jones
'After a thorough assessment of my short term and long term financial needs, Alison provided a comprehensive investment service that was tailor made to meet my requirements. Her follow-up is brilliant, and I am happy to recommend her to anyone wanting a Financial Adviser.'
Jacqui
Thank you so so much Anna. Honestly, today was so awesome to sit with you, thank you for helping us sort things we needed too! You are wonderful, so personable, funny, professional, and make it super simple to understand something that’s new for us. Thanks for breaking the house sales down, that’s awesome way to look at it.
You will be highly recommended by us.
Thank you so so much again,
Aimee
Thanks so much!
It has been a lightbulb moment kind of day and already my outlook on life has changed. I'm excited about the future and I haven't felt like this in years. I literally felt like I was going through the motions. So thank you thank you thank you Anna.
Jerram
'Alison is very knowledgeable, professional and easy to understand because she doesn't use technical financial language. If I ask Alison to do something, she does it immediately and provides feedback.'
Joy
'Alison was introduced in the first instance to review our sickness/accident policies, she came back with a far better policy than the one we had in place to suit our personal/business needs. Alison explained clearly the reasons why our old policy didn't fit our needs and why the new one would.
We have since used Alison for her expertise in long term investments and the options she suggested we were very pleased with. The portfolio Alison prepared for us on the investments was brilliant. Alison didn't bog us down with boring information, just easy to follow return figures and clear upfront information about the companies which made the decision to invest very easy. Thanks for your friendly down to earth approach Alison.'
Jim and Elaine
When looking for a trusted investment advisor, our lawyer introduced us to Alison of Professional Investment Services. Having little knowledge of the investment market, we were apprehensive.
During our initial meeting Alison fully discussed available options. Being +60 we were not after an aggressive plan.
Alison’s attentive management of our portfolio has assured us we placed our trust correctly.
Alison keeps us fully informed of our investment progress and when investments are not performing as expected she recommends alternatives. Her advice has proved to be beneficial to growing our initial investment.
John
Complaints Procedure
Complaints handling and dispute resolution: If you are not satisfied with our financial advice service you can make a complaint by emailing admin@pismanawatu.co.nz, or by calling 06 355 4422. You can also write to us at PO Box 1255, Palmerston North 4440. When we receive a complaint, we will consider it using our internal complaints process:
• We will consider your complaint and let you know how we intend to resolve it. We may need to contact you to get further information about your complaint.
• We aim to resolve complaints within 5 working days of receiving them. If we can’t, we will contact you within that time to let you know we need more time to consider your complaint.
• We will contact you by phone or email to let you know whether we can resolve your complaint and how we propose to do so.
If we can’t resolve your complaint, or you aren’t satisfied with the way we propose to do so, you can contact Financial Services Complaints Limited (FSCL) – A Financial Ombudsman Service. FSCL provides a free, independent dispute resolution service that may help investigate or resolve your complaint if we haven’t been able to resolve your complaint to your satisfaction. You can contact FSCL by Phone – 0800 347 257 or complaints@fscl.org.nz.